eForm Builder screen

Save

Function:

Saves your eForm.

To Open this Field:

Click Save .

Example:

Refer to:

• The videos on this page

Save and Check In

Function:

Commits your changes to the AgilePoint system.

To Open this Field:

Click Save .

Example:

Refer to:

• The videos on this page

Check Out

Function:

Locks the selected item so users cannot change it.

To Open this Field:

Click Save .

Example:

Refer to:

• The videos on this page

Undo Check Out

Function:

Deletes all changes made to the application resource file since the last check in.

For more information, refer to What Data Is Deleted When I Delete an App or Application Resource?.

To Open this Field:

Click Save .

Example:

Refer to:

• The videos on this page

Print Preview

Function:

Shows a print preview of the eForm.

To Open this Field:

Click Print .

Print

Function:

Lets you print the eForm.

To Open this Field:

Click Print .

Example:

Refer to:

• The videos on this page

Limitations:

These form controls are not supported for this feature because they display in IFrames:

• List Box
• Map
• Chart

Save as PDF

Function:

Lets you save the eForm in PDF format.

To Open this Field:

Click Print .

Example:

Refer to:

• The videos on this page

Limitations:

These form controls are not supported for this feature because they display in IFrames:

• List Box
• Map
• Chart

Cut

Function:

Allows you to cut a form control from its original position.

Example:

Refer to:

• The videos on this page

Copy

Function:

Copies the content from its original place and create a duplicate copy of the content at the desired location without deleting the text from the original location.

Example:

Refer to:

• The videos on this page

Paste

Function:

Inserts the copied/cut data at the cursor's location.

Example:

Refer to:

• The videos on this page

Delete

Function:

Deletes the selected item.

Example:

Refer to:

• The videos on this page

Undo

Function:

Undo your last procedure.

Example:

Refer to:

• The videos on this page

Redo

Function:

Cancels your last undo.

Example:

Refer to:

• The videos on this page

Settings

Opens this Screen:

Form Settings

Function of this Screen:

Configures the settings for an eForm.

Example:

Refer to:

• The videos on this page

Sections

Opens this Screen:

Form Section Settings

Function of this Screen:

Configures the form section and navigation bar settings for your eForm.

Example:

Refer to:

• The videos on this page

CSS

Opens this Screen:

Form CSS screen

To Open this Field:

1. On the eForm Builder screen, click CSS > CSS.

   
   
   

Function of this Screen:

Lets you add custom CSS code to an eForm.

Example:

Refer to:

• The videos on this page

Shared CSS

Opens this Screen:

Shared Form CSS screen

To Open this Field:

1. On the eForm Builder screen, click CSS > CSS.

   
   
   

Function of this Screen:

Applies custom CSS code to all eForms in an app.

Example:

Refer to:

• The videos on this page

JavaScript

Opens this Screen:

Form JavaScript screen

To Open this Field:

1. On the eForm Builder screen, click JS > JavaScript.

   
   
   

Function of this Screen:

Lets you add JavaScript code to an eForm.

Example:

Refer to:

• The videos on this page

Shared JavaScript

Opens this Screen:

Shared Form JS screen

To Open this Field:

1. On the eForm Builder screen, click JS > JavaScript.

   
   
   

Function of this Screen:

Specifies JavaScript code to use in all eForms in an app.

Example:

Refer to:

• The videos on this page

Columns

Opens this Screen:

Column Layout screen

Function of this Screen:

Specifies the number of columns to show in an eForm.

Example:

Refer to:

• The videos on this page

Preview

Function:

Shows how the eForm would look on different types of devices and screens in a new tab of your browser.

Accepted Values:

• PC Browser - Shows how the eForm would look on a desktop or laptop.
• Tablet Landscape - Shows how the eForm would look on a tablet in landscape mode.
• Tablet Portrait - Shows how the eForm would look on a tablet in portrait mode.
• Phone Landscape - Shows how the eForm would look on a mobile phone in landscape mode.
• Phone Portrait - Shows how the eForm would look on a mobile phone in portrait mode.

Default Value:

None

Example:

Refer to:

• The videos on this page

View Form JSON

Function:

Shows the eForm in JSON format.

To Open this Field:

1. Click View JSON .

Example:

Refer to:

• The videos on this page

Import Form

Function:

Uploads an eForm in JSON format from your local file system.

To Open this Field:

1. Click View JSON .

Example:

Refer to:

• The videos on this page

Export Form

Function:

Saves the eForm in JSON format.

To Open this Field:

1. Click View JSON .

Example:

Refer to:

• The videos on this page

Library

Opens this Screen:

My Control Library screen

Function of this Screen:

Shows a list of form controls you have created on all of your eForms across all of your apps.

Example:

Refer to:

• The videos on this page

Form Data

Opens this Screen:

Form Data screen

Function of this Screen:

Shows a list of process data variables that you can use to configure your activity, instead of fixed values.

Example:

Refer to:

• The videos on this page

Rule Builder

Opens this Screen:

Rule Builder screen (eForm Configuration)

Function of this Screen:

Lets you configure rules that specify the behavior of your eForm and it's form controls.

Example:

Refer to:

• The videos on this page

Themes

Function:

Lets you customize the theme for your eForm.

Example:

Refer to:

• The videos on this page

Translator

Opens this Screen:

Translator screen

Function of this Screen:

Lets you configure translator to translate the language for your eForm and it's form controls.

Example:

Refer to:

• The videos on this page

Bulk Edit

Opens this Screen:

Bulk Edit screen

Function of this Screen:

Lets you configure the properties of all form controls in your eForm at one time.

Example:

Refer to:

• The videos on this page

Row Scale

Function:

Lets you customize the height of each row in your eForm.

Example:

Refer to:

• The videos on this page